Filed August 29, 2023 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,925 | $102,382+21.0% | $147,005-15.7% | $80,874+53.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 28.03% | 134.89%-106.9pp | 418.76%-390.7pp | 35.62%-7.6pp |
| Employer contribution / active EE | $10,317 | $3,715+177.7% | $4,934+109.1% | $2,756+274.4% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,073 | $7,942-23.5% | $13,006-53.3% | $6,935-12.4% |